Edna Rachal is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Eagle Strategies since 2022 and has been affiliated with New York Life entities since 2008. Outside of her advisory role, she serves as president of the Women’s Ministry and co-chair of Women’s Day at St. Paul AME Church. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers tailored advice across multiple program types and manages predominantly non-discretionary assets, particularly focusing on retirement investors and plan sponsors within an integrated New York Life affiliate structure.

Matthew Foltz is a CFP® and holds a Series 65 license with 10 years of industry experience. He is currently with Corient in Itasca, IL, where he has worked since 2022. His prior experience includes eight years at Balasa Dinverno Foltz LLC. Corient provides investment advisory and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, pension plans, charitable organizations, and corporate entities. The firm uses a goals-based, team investment approach that blends in-house strategies with third-party manager solutions and specialized offerings through affiliates.

Paul Mozis is a CFP® professional affiliated with Fifth Third Securities, Inc. in Glen Ellyn, IL, with 28 years of industry experience. He has worked at Fifth Third Securities and Fifth Third Bank since 2019 and previously held roles at Cetera and MB Financial Bank. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines its municipal-advisor registration with its affiliation to Fifth Third Bank and provides clients access to multiple discretionary managed-account programs and specialized services such as direct indexing and tax-overlay options.

Alexander Marks is a financial advisor at Citigroup Global Markets with 37 years of industry experience. He has been with Citigroup since 2007 and holds Series 63 and Series 65 licenses. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering a broad range of investment advisory programs and execution services. The firm implements multi-asset, multi-manager strategies with internal oversight and maintains unique market roles, including in-house research and operations as a security-based swap dealer and futures commission merchant.

Neil Cohen is a financial advisor at Carson Wealth with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GCD Advisors, LLC for 29 years. Outside of his advisory role, Cohen is a managing member and partner at Grossman Cohen & Diamond Inc, a CPA accounting firm where he spends a significant portion of his time on accounting, tax, and administrative duties. CWM, LLC operates an enterprise platform overseeing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, sub-advisory services, and retirement plan solutions, using model portfolios constructed by an Investment Committee and providing tailored options such as custom indexing and alternative investments.

Kirstin Wiskirchen is a financial advisor at Goldman Sachs Wealth Services with 15 years of industry experience. She holds Series 66 and Series 65 licenses and has previously worked at The AYCO Company, L.P./Mercer Allied for 11 years before joining Goldman Sachs in 2021. Goldman Sachs Wealth Services provides financial planning and portfolio management to a diverse client base, including individual investors, executives, institutional clients, and plan sponsors. The firm utilizes strategic allocation models, manager selections, and both discretionary and non-discretionary implementations, supported by tools such as model rebalancing and tax-aware techniques, and integrates capabilities across the broader Goldman Sachs organization.

Tarah Sikkenga is a ChFC® credentialed advisor with three years of industry experience, currently with Wealth Enhancement Advisory Services, LLC. Her prior experience includes several years at Zurich North America. Wealth Enhancement Advisory Services provides financial planning and asset management for individuals, high-net-worth clients, corporations, and retirement plans, managing over $122 billion in assets through a large advisor network and a variety of program options that combine passive and active investment strategies overseen by an internal Investment Committee.

Carin Roman is a CFP® professional with 21 years of industry experience, currently serving at Mercer Global Advisors Inc. since 2020. Prior to this, she worked for CCP, Inc. for 14 years. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofits. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified, risk-appropriate portfolios with multi-factor tilts and a variety of implementation options.

Juan Galaviz is a financial advisor at Citigroup Global Markets with nine years of industry experience. He holds a Series 66 designation and has worked at Citigroup since 2015, including his current role since 2022, with a one-year tenure at U.S. Bancorp Investments in between. Citigroup Global Markets serves individual and institutional clients across a range of wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm employs multi-asset, multi-manager strategies through both discretionary and non-discretionary programs, supported by internal standards and oversight committees.

George Dogandjiev is a financial advisor at Fifth Third Securities, Inc. with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at JPMorgan Chase Bank, J.P. Morgan Securities, and Star Logistics Solutions LLC. Outside of his advisory role, he owns Level Solutions LLC, a business consulting firm. Fifth Third Securities, Inc. offers brokerage and investment advisory services to individuals, charitable organizations, corporate clients, and institutional investors through its Passageway Managed Account Program. The firm combines bank affiliation with a municipal-advisor registration and provides multiple discretionary managed-account options, including direct indexing and tax-overlay services.

Connor Morse is a financial advisor with Wealth Enhancement Advisory Services, LLC, holding a Series 65 designation and 11 years of industry experience. Prior to joining Wealth Enhancement Advisory Services in 2021, he worked at SVA Plumb Wealth Management, LLC from 2015 to 2020. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving individuals, trusts, estates, charitable organizations, corporations, and retirement plans through a large network of advisors. The firm offers comprehensive financial planning, asset management, and specialized retirement plan consulting, employing a strategic investment process that combines passive and active management guided by an internal Investment Committee.

Jer Sheng Chen is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has concurrent roles at Blue Cross Blue Shield of Illinois and TRATON R&D US, LLC, working as a health insurance producer and technical specialist, respectively. Chen’s background includes engineering and health insurance production alongside his advisory work. Transamerica Financial Advisors serves a diverse client base including individual investors, retirement plans, trusts, and charitable organizations. The firm employs a model portfolio approach supported by third-party managers and offers multiple advisory platforms such as Transamerica ONE and TFA365.

Adam Shemaria is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Focus Partners Wealth, LLC since 2026 and previously held positions at Kovitz Investment Group Partners, LLC, Strategic Wealth Partners, Gresham Partners, and Balasa Dinverno Foltz LLC. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm employs a long-term, tax- and fee-sensitive investment approach that blends active and passive strategies through an enhanced open architecture framework.

James Jaramillo is a financial advisor at Independent Financial Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including LPL Financial and Sheridan Road Advisors. Outside of his advisory role, he serves as a board member for the Brighton Ridge Homeowners Association in Mequon, Wisconsin. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent Investment Adviser Representatives. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, and features a notable retirement-plan advisory and pension consulting capability.

Andrew Schniers is a financial advisor with Citigroup Global Markets, holding a Series 66 designation and ten years of industry experience. He has worked at Citigroup since 2018 and previously held roles at JPMorgan Securities LLC and JPMorgan Chase Bank from 2015 to 2018. Citigroup Global Markets serves individual and institutional clients across various wealth segments, offering a range of advisory programs and execution services. The firm employs multi-asset, multi-manager investment strategies and operates with significant institutional scale, including in-house research and roles as a swap dealer and futures commission merchant.

Michael Dipiero is a financial advisor at Kestra Advisory with 16 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Hornor Townsend & Kent, Penn Mutual Life Insurance Company, AssetMark Brokerage, Centurion Capital Group, and Capital Brokerage Corporation. He serves as Director of Investments at Coltiva Wealth Planning Partners, focusing on financial planning and insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a wide range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, and employee education, managing approximately $79.8 billion in assets and serving notable clients such as sovereign wealth funds.

Amanda Sims is a Series 66 licensed financial advisor at Goldman Sachs Wealth Services with four years of industry experience. Her prior roles include working at Lily Mae's Boutique & Gifts and involvement with nonprofit organizations such as the Durham Public Schools Foundation and the Dream Center. Goldman Sachs Wealth Services advises a diverse client base ranging from individual investors to institutional clients, offering tailored financial planning and portfolio management supported by specialized programs and access to alternative investments. The firm integrates proprietary research and a broad network of affiliated financial services to deliver customized investment strategies.

Andrew Denenberg is a CFP® and holds a Series 65 license with 15 years of experience in the financial industry. He is currently with Focus Partners Wealth, LLC and previously worked at Kovitz Investment Group Partners, LLC and Strategic Wealth Partners Group LLC. Outside of advising, he is involved in golf course development as a co-founder and minority owner of related ventures. Focus Partners Wealth, LLC serves individuals, high-net-worth families, family offices, and institutional clients with a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Sloan Luckie is a financial advisor with Goldman Sachs Wealth Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Morgan Stanley, The Ayco Company, and United Capital Advisers. Outside of finance, he is the author of two physical wellness coaching books and is involved in acting, including a role as an accountant in an upcoming film. Goldman Sachs Wealth Services provides financial planning and investment management to a diverse client base, including individuals, high-net-worth households, and institutional clients. The firm utilizes centralized investment resources and offers tailored solutions such as Executive Wealth and Private Family Office support within a large integrated financial group.

Ronald Dickstein is a financial advisor with Eagle Strategies (NY Life) based in Deerfield, IL. He holds Series 63 and Series 65 licenses and has 37 years of industry experience. His career includes roles at Mass Mutual Investors Services, Signator Investors, Inc., and Equitable Advisors. Additionally, he is appointed as an insurance broker with outside carriers for non-registered insurance products. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.